Your financial planner:
an ally in achieving your financial objectives.

It’s no secret that setting goals and planning properly to achieve them is a recipe for success in all spheres of life. Giverny Capital is registered as a financial planning firm with the Autorité des marchés financiers. We help our clients who entrust us with the management of their wealth to realize their dreams and obtain the financial freedom to which they aspire.

Part of our team is dedicated to financial planning, and it is with commitment that its members will support you in this process.

Financial planning, a rigorous and dynamic process

In order to support you in achieving your goals, your financial planner must have a comprehensive view of your situation that goes well beyond your retirement plans. Thus, your financial planning will include the evaluation of the following aspects:
  • Legal aspects
  • Insurance and risk management
  • Finance
  • Taxation
  • Investments
  • Retirement and succession

Throughout your life journey, your financial planner will follow the progression of your financial situation, but also the evolution of your needs and your priorities. Financial planning is an ongoing process, and your Giverny Capital financial planner is a long-term ally.

With the help of your financial planner, make informed plans for a fulfilling retirement

With the help of your financial planner, make informed plans for a fulfilling retirement

Beyond global financial planning, we guide our clients to better plan and better project themselves until their retirement.

Retirement planning: plan well for an approaching retirement

Do you plan to retire in the near future? Your financial planner is there to support you in the analysis, preparation and disbursements you will need to make to maintain the standard of living you want. He will propose a tax optimization plan for your disbursements by analyzing your finances, your investments and your retirement and estate plans.

Retirement projection: prepare now for a comfortable future

What will your sources of income be when you retire? How much money do you need to have to live comfortably and fulfill your retirement plans? Depending on the lifestyle you want to maintain, the age at which you want to retire and the income you will need, your financial planner will help you determine the amounts to invest today.

Would you like to know more about
this facet of our services?

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Private wealth management

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Foundations & wndowments

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Family offices

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Private wealth management

Foundations & endowments

Institutions

Family offices

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